Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,886,921
+$548,127 QoQ
Shares Held
20,450
+52.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#952
of 2,304 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Catalyst Funds Management Pty Ltd holds $23,231,924 across 11 Capital Markets names. SCHW ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
283,100 | $6,992,570 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,800 | $6,877,316 | |
| 3 | MS |
Morgan Stanley
|
11,850 | $2,477,124 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
7,320 | $2,061,897 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
21,950 | $1,910,528 | |
| 6 | SCHW |
Schwab Charles Corp
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|
20,450 | $1,886,921 | |
| 7 | TW |
Tradeweb Markets Inc.
|
6,301 | $627,957 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
8,096 | $248,628 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,886,921 | 20,450 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,338,794 | 13,400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $534,632 | 5,600 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $207,228 | 2,800 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $397,926 | 5,400 | Shares | Sole | 2024-12-18 | |
| No filing history on record for this holder in this stock. | ||||||